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Sage 100Cloud Software News 2019

Save while you can. The latest software offer on Sage 100Cloud until 9/30/2019.

Outgrown your current Accounting Software?

Sage 100cloud is ideal for companies that have outgrown their current accounting software or manual processes. This powerful business management solution can collect, store, manage and interpret data across one business or multiple businesses. Over the past several years Sage Software has added so many rich benefits. With so much in functionality now your company can combine modules to build an ERP system optimized for your business as it grows.

For Small to medium sized manufacturing companies

Move beyond simple accounting software with Sage 100cloud manufacturing to help you manage your manufacturing. They new Manufacturing and Production Management modules have all the power most small to medium sized manufacturing companies need.

If you are a make to order, custom manufacturer, repetitive manufacturer, assembler, or job shop this manufacturing program is worth a look. If you perform field service once the product has been installed at your customer there is a module that can handle this also. Visit Sage 50 Support.

For existing MAS 90, MAS 200 and Sage 100 users

If you are out of date on your maintenance program and now would be a good time to upgrade.

If you’re using a retired version of Sage 100, you’re no longer eligible for product updates and therefore not taking advantage of latest features and upgrades! This is a very cost effective way to get back on a current maintenance plan.

If any customization’s have been made to your Sage product there are a few special considerations that need to be reviewed prior to upgrading to the latest version such as are those previous enhancements now built into Sage 100Cloud manufacturing.

Microsoft Power BI Affordable and Powerful

Microsoft Power BI affordable and powerful. Do you need better reports from QuickBooks, Sage 50Cloud or Sage 100Cloud? Are you looking for interactive dashboards so you can quickly measure performances in your business?

Microsoft Power BI is an affordable, streamlined business analytics, intelligence, and reporting solution. With Microsoft Power BI, you can use the valuable data your business generates to improve your operations. Unlock the value of your data. Microsoft Power BI is a platform that lets everyone in your business make informed decisions from anywhere and on any device. This tool can be used with accounting systems such as QuickBooks, Sage 50Cloud and Sage 100Cloud.

Microsoft Power BI gives you big business analytics without the big cost. Consolidate data from various sources, then query the application to find meaningful information that can help you drive business decisions in real time. Connect with other applications you already use, and easily share information with your team.

Microsoft Power BI is a business intelligence (BI) tool that allows users to crunch data and create BI reports through a self-service interface. Use powerful drag-and-drop tools to create meaningful reports from and perform critical analysis on your data in new shape.

As of 7/16/2018 Microsoft Power BI has three pricing plans: Power BI Desktop: This offering is free to any single user and includes data cleaning and preparation, custom visualizations and the ability to publish to the Power BI service. Power BI Pro: The Pro plan costs $9.99/user/month. Current pricing is subject at the decision of Microsoft taken from https://docs.microsoft.com/en-us/power-bi/service-features-license-type

In the Power BI service, users have defined capabilities based on two types of licenses:

Per-user – Power BI Pro licensing and free licensing. A Power BI Pro license enables access to all content and capabilities in the Power BI service, including the ability to share content and collaborate with other Pro users. Only Pro users can publish to and consume content from app workspace, share dashboards, and subscribe to dashboards and reports. A free license enables access to some of the features of the Power BI service. For more information, see Per-user license type comparison.

Capacity-based – Power BI Premium licensing. Premium provides dedicated capacity to deliver more consistent performance and support larger data volumes in Power BI. For individual users, Premium also enables widespread distribution of content by Pro users without requiring Pro licenses for recipients who view the content. For more information, see What is Power BI Premium? Visit Sage 50 Support.

Microsoft Power BI Sage Intelligence Tools

Microsoft Power BI is a business analytics tool. Delivering insights, enabling fast informed decisions by creating very powerful dashboards for Sage 100 Cloud. JCS is experienced in working with small businesses using these tools and accounting software. JCS can help you develop and understand your requirements. These are the benefits to leveraging this tool.

Transform your data into stunning visuals that are easy to understand.

Share them with colleagues on any device so your team can see where you are going.

Visually explore and analyze business information at staff and operations meetings.

Versions can be on-premises or in the cloud and all in one view so you can share.

Review any data from anywhere anyway you choose to see it.

Collaborate on and share customized dashboards and interactive reports with groups.

Scale across your organization with built-in governance and set strong security access.

Give us a call 800.475.1047 or email solutions@jcscomputer.com

But Frequently asked Questions:

Question: How fast is the use of Microsoft Power BI growing?

Answer: In the enterprise world Microsoft Power BI is first choice of many organizations as an add-on. Because it can be used for reporting on financial and business data for most software.

Question: How can I learn Microsoft Power BI?

Answer: You should start with Power BI guided learning provided by Microsoft but, another way is for consultants to provide online training dealing with fundamentals as well as some advanced concepts and easy examples.

Question: Can I share or collaborate my report on Power BI with colleagues?

Answer: Yes, you can share your report by printing, Publishing to the web, sharing dashboards or reports with a few people, from the service or the Power BI mobile apps, Bundling those dashboards and reports into apps and publishing them to a larger group or your whole organization. In any option you need a Power BI pro license or or the content needs to be in a Premium capacity. License requirements vary for the colleagues who view your dashboards, depending on the option you choose.

What accounting software can I use this with?

For choosing appropriate license, our experts will assist you using the following accounting software systems. For details contact us. 800.475.1047

Answer: We have found over 10,000 companies using Microsoft power BI and the companies using Microsoft power BI are most often found in United States and in the Computer Software industry. Microsoft power BI is most often used by companies with 50-200 employees and 1M-10M dollars in revenue.

This time of year, period-end processing in Sage 100 is a useful feature to know. Learn how to use period-end processing in Sage 100 with the Sage 100 Sales Order training class from Accounting Business Solutions by JCS today!

Sales Order Utilities & Period-End Processing

All selected orders and quotes that expired on or before the date entered are permanently removed from the system.

After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

Purge Obsolete Sales Orders: Use Purge Obsolete Sales Orders to remove all obsolete sales orders or back orders whose order dates are on or before the date entered.

You can also enter a selection of sales order numbers to remove.

After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

This task is available only if Invoice Data Entry and Shipping Data Entry are not in progress.

Purge Order/Quote History:Use Purge Order/Quote History to remove sales order and quote history records whose order dates are on or before the date entered.

After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

Other than individually deleting price quotes or sales orders, this is the only way to remove these transactions.

This task is available only if the Retain Sales Orders/Quote History check box is selected in Sales Order Options.

Purge Lot/Serial History: Use Purge Lot/Serial History to remove lot and serial history records whose order dates are on or before the date entered.

After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

This task is available only if an option other than None is selected at the Retain Lot/Serial Item Sales History field in Sales Order Options.

Purge Sales History: Use Purge Sales History to remove sales history records based on the posting or invoice date. Records dated on or before the year-end date selected are permanently removed from the system.

You can only purge history that is more than two years prior to the current year.

After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

The options available vary based on whether Inventory Management is set up and if Fiscal Periods or Calendar Months is selected at the Base Inventory Periods On field in Inventory Management Options.

This task is available only if the number of years to retain sales history selected at the Years to Retain Sales History field in Sales Order Options is greater than 2.

Purge Sales Order Recap: Use Purge Sales Order Recap to remove sales orders from the Sales Order Recap file with order dates on or before the date entered.

After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

If the Purge Sales Order Recap at Period End check box is selected in Sales Order Options, this task is automatically run at period-end.

This affects the Sales Order Recap file only. It does not affect the Open Sales Order file.

Create Sales Order/Quote History: Use Create Sales Order/Quote History to create sales order history files if sales order history was not previously retained to migrate from Sage MAS 90 to Sage MAS 500.

When the sales order and quote history files are created, the System Activity Log is updated with the date, time, company code, user logon, and utility description.

This task is available only if the Retain Sales Order/Quote History check box is selected in Sales Order Options.

Can also run this utility from Sales Order Options by selecting the Retain Sales Orders/Quote History check box and clicking Yes when prompted to create sales order and quote history if data exists in the data entry files but not in the sales history files.

Note: Back up your data before running this utility.

Period-End Processing

The following actions are performed when the period is closed:

Prompts the user to print the monthly reports.

It purges Sales Order Recap based on the selection made in Sales Order Options.

If retaining customer sales history, all current-year sales information is updated to the Last Year fields and any sales history for customers with no current-year activity is removed based on the number entered at the Years to Retain Sales History field in Sales Order Options.

Learn about Tracking Sales Orders in Sage 100 in Sage 100 in Sage 100 with Sage 100 training classes from Accounting Business Solutions by JCS!

Tracking Sales Orders in Sage 100

Open Sales Order Report

Use the Open Sales Order Report to view information for all or a selected group of open sales orders. A variety of options for this report make it a helpful tool for tracking and analyzing sales orders. These options include:

Ability to base the selection criteria on a sales order number, customer number, ship date, bill-to name, and salesperson

Option to include just new, open, or on hold sales orders

Ability to include all order types, just one order type, or a combination of order types

The extension calculation amount can include the amount ordered or just the amount remaining

You can print the report in either a detailed or summary format

Open Orders by Item Report

Use the Open Orders by Item Report to view open orders by item number or description. This is helpful for analyzing or tracking which items are needed to fill open orders. The options on this report include:

Ability to include all order types, just one order type, or a combination of order types

Choice of whether miscellaneous and special items are included

Options for how kit lines appear

Ability to base the selection criteria on item number, product line, and warehouse

Open Orders by Job Report

Use the Open Orders by Job Report to view open sales orders by job number. Print this report to track the job numbers of items on open orders, pending processing and shipment.

This report is available only if Job Cost is activated and integrated with Sales Order.

Open Orders by Promise Date Report

Use the Open Order By Promise Date Report, sorted by promise date, to assist you in ensuring you are meeting obligations to your customers in a timely manner. The promise date is the date you indicate the order would ship.

Sales Order Recap

Use the Sales Order Recap report to view all sales order numbers processed and whether they are open, completed, or deleted. The information on this report is kept indefinitely unless you indicated in Sales Order Options that it should purge at period end or it is manually purged using Purge Sales Order Recap on the Utilities menu.

Back Order Report

Use the Back Order Report to view detailed information on all back orders by item, by customer, or by bill-to name. The information for each back order includes the order number and date, the ship date, and the customer number and name.

Learn about Sales Order Shipping in Sage 100 in Sage 100 in Sage 100 with Sage 100 training classes from Accounting Business Solutions by JCS!

Sales Order Shipping in Sage 100

Sales Order provides a shipping entry system that warehouse personnel can use to quickly and accurately enter items to ship. The shipping entries are normally made after the order is entered but before it is invoiced. Entry is made using either the keyboard or a scanner and only the fields needed by the warehouse staff to pick and pack items for shipment are displayed. Shipping must be enabled in Sales Order Options BEFORE it can be used.

In addition to the features available in Shipping Data Entry, you can link to the power of a multi-carrier shipping program called StarShip developed by V-Technologies. This application automatically calculates freight for a variety of carriers such as United Parcel Service, the US Postal Service, and Federal Express. StarShip produces shipping labels and manifests and performs inquiries on shipments. In addition to Shipping Data Entry, you can access StarShip from Invoice Data Entry and Shipping History Inquiry if StarShip is installed. The StarShip Add-On is NOT taught in this class

Processing Shipments using the Shipping Features

Shipping Data Entry – Lines

Record quantities shipped and back ordered.

Cannot add new lines to an order.

Drop ship items are not available.

Unshipped quantities for item lines where back orders are not allowed, will be cancelled automatically.

Buttons are available to either backorder all remaining items or ship them.

Lot/Serial # items will require distribution.

Package number can be set to allow tracking to a specific package.

A barcode scanning device can be sued to facilitate rapid data entry.

Item Package Maintenance

View or change item quantities by package number.

Shipping Data Entry – Shipping

Ship Weight field is available if set to allow in Shipper ID Maintenance.

Entry in Sales Order Options determines if default weight appears and what is seen in Ship Weight lookup.

If set to calculate from weight recorded in Inventory, items on order should have the same units of measure as weight recorded.

The Tracking button allows entry of tracking numbers by package. This information will be automatically populated by StarShip if installed and used.

ISHIP Shipping Tools web site can be viewed from the Package Tracking button.

Invoicing Shipping Entries

Accepting a shipping entry stores the document in the same files as Sales Order Invoice Entry. Security settings control how invoices from shipped orders are printed. Either it print with the shipping documents or someone needs to print them through one of the other available processes. Orders entered through Shipping Data Entry can be modified from the same entry window if necessary until updated. They can also be viewed and modified as needed through the Sales Order Invoice Entry window until updated.

After printing the listing, you are prompted to generate the invoice batch. No invoices are generated unless you click Yes at this prompt.

You can clear the orders previously selected by returning to Auto Generate Invoice Selection and clicking Clear.

You can modify or delete invoices generated in this task using Invoice Data Entry.

You can print the invoices in Invoice Data Entry or by selecting Invoice Printing on the Main menu.

Sales Order Invoice Data Entry – Default Values

You can save default values for just the current Sales Order Invoice Entry session or for future sessions as well. Values saved for future session are stored by user logon or workstation. You can change this information for each invoice if necessary.

Sales Order Invoice Data Entry – Standard Invoice – Header

An Invoice number is required.

Enter an Open Sales Order number to invoice an order.

Master and Repeating orders cannot be invoiced directly. They must first be opened as a standard order.

Invoices do not require an order. The can be entered from scratch.

Sales Order Invoice Data Entry – Addresses

Sales Order Invoice Data Entry – Lines

When first entering the lines tab a prompt will allow for all items to be shipped.

Any line item or field may be modified.

Any item form the original order not flagged as shipped when the invoice is saved will automatically be placed on backorder and the order type changed to Back Order.

Lot/Serial # items will require distribution.

Sales Order Invoice Data Entry – Totals

Options for Payment Type are the same as in Sales Order Entry – Totals.

A deposit reduces the invoice balance and the GL debit account assigned to that payment type is debited.

Quick Print.

Sales Order Invoice Data Entry – Other Tasks

Customer Data review or maintenance.

Customer Credit History Checking

Sales Order Invoice Data Entry – Cash Sales

This is a specific Invoice Type.

The cash sales account is debited instead of the AR account. It is defined in A/R Division Maintenance.

Customer balance will not be increased.

Must still record the actual receipt of cash through A/R Cash Receipt Entry to affect the cash account.

Sales Order Invoice Data Entry – Debit Memos

Select the invoice type of Debit Memo to enter a debit memo and follow the same procedures as entering an invoice to increase a customer’s balance.

Debit memos are normally issued to a customer for billing errors, freight not billed, or other miscellaneous charges.

Enter all amounts as positive amounts.

Sales Order Invoice Data Entry – Credit Memos

Select the invoice type of Credit Memo and follow the same procedures as entering an invoice to track sales returns, reduce a customer balance or return inventory to stock.

For open-item customers, you can apply the credit memo to a specific invoice or after the fact in Cash Receipts Entry.

For balance forward customers, credit memos are automatically applied to the customer’s balance.

Enter all amounts as positive amounts.

You can return assembled kits to inventory assembled by clicking Yes to ship from stock or disassembled by clicking No to ship from stock.

Printing the journal does not automatically update to the permanent fields.

Note: This report is only available if Job Cost is activated and integrated with Sales Order and a job number is entered on the invoice.

Summary Package Tracking

Use Summary Package Tracking to view and track packages shipped. Click Tracking in Shipping History Inquiry or Invoice History Inquiry to open Summary Package Tracking.

You can also use Customer Maintenance if a customer calls to inquire about their shipment by selecting the invoice on the Invoices tab, clicking the Invoice History button, and then clicking Tracking to open the Summary Package Tracking window.

Learn about Sales Order Reports in Sage 100 with Sage 100 training classes from Accounting Business Solutions by JCS!

Sales Order Reports in Sage 100

Sales Order Reports in Sage 100

Accounts Receivable Invoice History Report

Use the Accounts Receivable Invoice History Report to view a detailed listing of invoice information using Invoice Data Entry. If Sales Order or Job Cost is integrated with Accounts Receivable, you can also access invoice history information for invoices entered in these modules.

This report is only available if you selected Yes or Summary at the Retain in Detail field in Accounts Receivable Options.

Both Accounts Receivable and Sales Order invoices appear.

You can print a detailed listing of invoice information recorded in Invoice Data Entry.

Line item detail information is also provided for each invoice if you selected Yes at the Retain in Detail field in Accounts Receivable Options.

Invoice History Printing

Use the Invoice History Printing report to reprint multiple invoices after they are updated.

You can reprint invoices only if you selected Yes at the Retain in Detail field in Account Receivable Options.

You must print the different types of invoices separately.

You can choose to reprint only unpaid invoices for open item customers (for collection purposes).

Unlike Invoice History Inquiry, you can reprint more than one invoice at a time.

Accounts Receivable Trial Balance

Use the Accounts Receivable Trial Balance report to view a complete recap of the Accounts Receivable invoices.

The report details receipts and adjustments and other activities which affect Accounts Receivable balances.

This report is based on the posting date and it is the suggested report for reconciling to General Ledger.

Deposit Transaction Report

Use the Deposit Transaction Report to view a list of deposit payment transactions recorded in Sales Order. This report is available only if an option other than None is selected at the Retain Deposit Transaction History field in Accounts Receivable Options.

You have the option of including a range of payment types, customers, and transaction dates.

Information on the report includes the payment type, invoice number, date, and amount.

When the report is printed, you have the option of purging the data included on the report.

Monthly Sales Report

Use the Monthly Sales Report to produce a recap of sales activities for the period entered in Accounts Receivable. If using divisions, the report sorts by division.

You cannot change the period ending dates on this report.

You should print the report before closing the period.

Sales Analysis by Salesperson

Use the Sales Analysis by Salesperson report to produce a recap of: total sales, cost of goods sold, and profit percentages for each salesperson.

You can select which fiscal year and period to include on the report.

You can also determine if period to date, year to date, and prior year totals are provided for the period and year selected.

The information detailed in this report allows you to compare accounts receivable activity by salesperson and customer. You should print this report before closing the period.

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